In his article Simple Successions, Bob Veres has done an excellent job of reviewing the leading continuity and succession planning solutions available to the vast majority of advisors who intend to continue working with their clients into retirement. He recognized Pinnacle’s revocable continuity planning solution to be especially simple and innovative.
What makes our program both simple and innovative is that it provides a smooth transition for clients and a fair price for family but — and this is key — it is revocable at any time. Rather than sell today and loose all flexibility, now you can run your practice with an effective continuity planning solution in place and yet maintain the flexibility to change your mind at any time.
Learn more about our solution and what Bob had to say by clicking <here>.